Toronto, ON

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Toronto, ON
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Best Financial Advisors in Toronto, ON

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Toronto area, discover the top 5 elite providers among the selected group of 24 finalists.

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Francinedick-Certified Financial Planner

Francinedick-Certified Financial Planner

(11)
  • Retirement
  • Management
  • Planning
“She also went above and beyond to find the best rates and evaluate many different providers, which was something I especially appreciated as my life insurance needs were a bit more complicated.”
In Business Since 2016
25 Wright Ave, Toronto, ON M6R 1K9
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Steve Welker and Company

Steve Welker and Company

(30)
  • Worry
  • Mind
  • Call
“When I had applied I didn't know what to expect they took the time to explain and found an amazing plan to help me fix my credit and such a young age.”
In Business Since 2015
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Fortax

Fortax

(26)
Insurance, Financial Planning, Wealth Management
“In every step of my life here in Canada as a student and a young professional they helped me so much by getting my taxes done in a seamless and professional manner.”
In Business Since 2014
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Empireone Credit Solutions

Empireone Credit Solutions

(29)
  • Worries
  • Hope
  • Mind
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
In Business Since 2021
Free Initial Consultation
250 Consumers Rd Suite 810, Toronto, ON M2J 4V6
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Filing Taxes

Filing Taxes

(24)
  • Team
  • Knowledge
  • CRA
“Salman Is very professional person who knows how to do work and take care of individual and corporate taxes I will recommend him for all ur taxes needs.”
In Business Since 2020
Free Initial Consultation
Transparent Fees & Pricing
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Merrick Financial

Merrick Financial

(30)
  • Investment
  • Analysis
  • Future
“Chris prepared a very detailed investment and retirement plan that I now realize will provide essential information for present as well as long term decision making.”
In Business Since 2020
53 Coleridge Ave, Toronto, ON M4C 4H4
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Buxton Financial

Buxton Financial

(27)
  • Cash Flow
  • Life
  • Goals
“After my experience with her, I have a solid plan, know precisely what to do going forward and can breath a sigh of relief knowing what to do now to enhance our financial security and long term goals.”
In Business Since 2010
CFP Certified
150 King St W Suite 232, Toronto, ON M5H 1J9
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G6 Consulting

G6 Consulting

(7)
Services – Sr&ed Consulting, Services – Sred Audit Defence
“Greg provided one-on-one consultation time explaining the ins and outs of the SRED program and required minimum help from us to draft our SRED documents.”
12+ Years Experience
Free Initial Consultation
Emergency Services
33 Haliburton Ave, Toronto, ON M9B 4Y5
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King Street Wealth

King Street Wealth

(10)
  • Team
“I consider Anthony to be a business partner and friend.”
In Business Since 2019
48 Yonge St #1200, Toronto, ON M5E 1G6
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Finance Professionals

Finance Professionals

(30)
  • Job
  • Contract
  • Candidates
“Riya Patel and finance professional team helped me find a dream job and I am very thankful for their guidance and looking after all the things which ever needed.”
In Business Since 2006
161 Bay St., Toronto, ON M5J 2S1
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Good Investing

Good Investing

(27)
  • Coaching
  • Decision
  • Manage
“We started with basic knowledge of investing and Tim taught us so much to give us confidence to start managing our own investments in a way that was completely aligned with our beliefs and values for sustainability.”
In Business Since 1999
720 Bathurst St Suite 203, Toronto, ON M5R 2S4
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HR Accounting Group

HR Accounting Group

(4)
Individual Tax Services, Corporate Tax Planning, Virtual CFO Services
“They take time to go through all aspects of my taxes and financial planning to help me make appropriate decisions for my time horizons.”
In Business Since 2015
Free Initial Consultation
Remote Consultations Available
1200 Bay St., Toronto, ON M4W 1J2
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John Lysack- Financial Security Advisor

John Lysack- Financial Security Advisor

(11)
Goal-Based Investing, Retirement Planning, Income Replacement
“From the explanation of that key crucial fact, I was able to move forward and make what I know to be is a wise financial decision for myself and for the future of my investment portfolio.”
In Business Since 2019
330 University Ave Suite 110, Toronto, ON M5G 1R8
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Master Accountants

Master Accountants

(2)
Other Services, Business Start Ups, Self Employed Individuals
“I highly recommend them to for any tax and back office concerns that you may have if like me you own a small business in Ontario.”
In Business Since 2007
Free Initial Consultation
Transparent Fees & Pricing
6 Adelaide St E Suite 310, Toronto, ON M5C 1H6
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Parkhouse Financial

Parkhouse Financial

(9)
Investments, Tax-Efficient Solutions, Insurance
“He can be trusted to always make recommendations based on the client's best interests and I have been 100% satisfied with his commitment and service!!!”
In Business Since 2013
First Canadian Place, 1, Suite 5700, Toronto, ON M5H 2K1
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Viviplan

Viviplan

(8)
  • Price
  • Fee
  • Investments
“The process forces you to do a realistic projection of your expenses, recommends an investment mix, and based on calculated income and forecast tax rates and amounts will map out the optimum time to begin CPP and OAS payments.”
In Business Since 2016
Transparent Fees & Pricing
30 Wellington St W 5th Floor, Toronto, ON M5L 1L5
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Fuller Financial Solutions - Head Office

Fuller Financial Solutions - Head Office

(7)
  • Team
“If anyone I know ever needs to use services like this I would most certainly recommend Fuller Financial Services to them.”
In Business Since 2018
Free Initial Consultation
Licensed
151 Bloor St W Suite 1110, Toronto, ON M5S 2C7
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Lifecycle Wealth

Lifecycle Wealth

(5)
  • Investment
“I look forward to working with them to add to and expand my investment portfolio and have full confidence in their experience and professional knowledge.”
In Business Since 2009
Family Business
500 Queens Quay W Suite 102E, Toronto, ON M5V 3K8
Featured

5 Common Retirement Regrets for Business Owners If you’re like most people, you’ve likely been daydreaming about your retirement years for the past couple decades. But what happens when you get to retirement and it’s not all you imagined it would be? I’m willing to bet that your retirement daydreams didn’t include you regretting your decision to retire—but it does happen. As one of life’s greatest milestones, many pre-retirees worry about making the leap into retirement. They wonder: Have I saved enough money? Will I be able to maintain my current lifestyle? But as a business owner, there’s even more riding on your shoulders. In our experience working with business owners, we’ve seen 5 common retirement regrets they face. It would be wise to keep these in mind as you prepare for your golden years.

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Stephen Aubert, Cpa, Professional Corporation

Stephen Aubert, Cpa, Professional Corporation

(9)
  • Accounting
“He was an invaluable resource for me as a new business owner, not only taking care of all of my accounting needs, but taking time to walk me through CRA requirements for my company and giving me an education that I will draw on as my business grows.”
In Business Since 2021
30 Kimbolton Ct, Toronto, ON M1C 3G2
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Broadridge Financial Solutions

Broadridge Financial Solutions

(1)
Retail Banking, Asset Management, Consumer Finance
“Fabulous service”
In Business Since 2004
Remote Consultations Available
4 King St W, Toronto, ON M5H 1B6
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Michael Cherney Financial Svc

Michael Cherney Financial Svc

(4)
Specialized Planning, Life Insurance, Group Benefit Plans
“I've been impressed with how Michael Cherney Financial has met our insurance needs while being thorough and patient with answering our questions and providing knowledge and experience that considered our big-picture financial goals.”
In Business Since 2010
47 Shallmar Blvd, Toronto, ON M6C 2K1
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Castlemark Wealth Management

Castlemark Wealth Management

“Business owners, executives, and senior mangers face special financial-planning challenges because very often, business and personal planning are intermingled. So Castlemark offers an integrated financial planning suite for the C-suite. We will look ...”
10+ Years Experience
Family Business
Transparent Fees & Pricing
1111 Dundas St E, Toronto, ON M4M 1R9
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Hearn Financial Services

Hearn Financial Services

(7)
  • Life Insurance
“Daniel was also able to help my parents by assessing their current outdated insurance policy and recommending a plan that better suited their needs as they approach retirement.”
In Business Since 2019
354 Spadina Rd, Toronto, ON M5P 2V4
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Pensiontransfer.ca

Pensiontransfer.ca

(7)
“I finally had some clarity when I contacted Ron about my ongoing confusing situation of transfering an old pension policy from the Uk, this has become a stressfull time for me as an older man to navigate the complexities and pitfalls of this transact...”
In Business Since 2004
157 Adelaide St W #707, Toronto, ON M5H 4E7
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Retirement Planning and Investment Management Services in Toronto, ON Cost Estimates

Minimum cost
$1250
Maximum cost
$10625
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6875
Fair price range is based on 312 cost profiles
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Average Cost $3750
Minimum cost $1250
Maximum cost $10625
Avg Per Hour Rates $375

Fair range $2500 to $6875 is based on 312 cost profiles.

Why these companies made our list

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